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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,910 | $100,073-92.1% | $85,126-90.7% | $145,877-94.6% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 18.80% | 84.11%-65.3pp | 66.63%-47.8pp | 551.28%-532.5pp |
| Employer contribution / active EE | $1,647 | $3,236-49.1% | $2,731-39.7% | $4,663-64.7% |
| Participant deferral / active EE | $285 | $5,294-94.6% | $4,523-93.7% | $6,691-95.7% |
| Admin fee / account holder | $248 | $7,261-96.6% | $6,160-96.0% | $13,402-98.2% |